Good morning, Simply Retirement Community! Welcome to the weekly newsletter that reminds us that retirement is not the end of the road; it is the start of a new journey. Last week, our granddaughter spent a few days with us. At one point, she looked up at me and said, “Pa Pa sit?” Two simple words, but a powerful reminder. What she meant was clear. Stop what you are doing. Sit down. Be with me. I truly love what I do. Helping people make important decisions about their future is meaningful...
7 days ago • 3 min read
Good morning, Simply Retirement Community! Welcome to the weekly newsletter that reminds us that retirement is not the end of the road; it is the start of a new journey. Our Next Webinar is Just Around the Corner! Many women approaching retirement find themselves asking an important question: “Am I making the right decisions about Social Security?” The rules surrounding benefits can be complicated, and the decisions you make in your 60s can have a meaningful impact on how much income you...
14 days ago • 3 min read
Good morning, Simply Retirement Community! Welcome to the weekly newsletter that reminds us that retirement is not the end of the road; it is the start of a new journey. I was recently a guest on the D Shift Podcast with Mardi Winder. In the conversation, we discussed how women can make confident, informed retirement decisions after divorce, widowhood, or remaining single. The conversation also explores: How to create a retirement strategy after a gray divorce Why becoming overly conservative...
21 days ago • 3 min read
Good morning, Simply Retirement Community! Welcome to the weekly newsletter that reminds us that retirement is not the end of the road; it is the start of a new journey. This week, I share 7 Questions You Should Ask Before Hiring a Financial Advisor. They’re critically important questions, but may be ones you’ve already considered in some form. Questions about process, communication, coordination, and how your retirement income and tax strategy will actually come together. But if I had to add...
28 days ago • 3 min read
Good morning, Simply Retirement Community! Welcome to the weekly newsletter that reminds us that retirement is not the end of the road; it is the start of a new journey. Join Us Today! Big changes to Social Security and Medicare happen each year—and 2026 is no exception. Join us for a free, 30-minute webinar where we’ll walk through what’s new with Social Security in 2026, including COLA updates, taxes on benefits, Medicare premiums, and key claiming considerations. I’ll also stay on for live...
about 1 month ago • 3 min read
Good morning, Simply Retirement Community! Welcome to the weekly newsletter that reminds us that retirement is not the end of the road; it is the start of a new journey. Throughout our lives, our story keeps evolving. For years, I’ve often said, “I would not be the man I am today without the women in my life.” Today, I am truly blessed that my story has evolved to include five generations of women still in my life. From my grandmother, turning 91 in just a few weeks… to my granddaughter, who...
about 1 month ago • 4 min read
Good morning, Simply Retirement Community! Welcome to the weekly newsletter that reminds us that retirement is not the end of the road; it is the start of a new journey. Upcoming Webinar Big changes to Social Security and Medicare happen each year—and 2026 is no exception. Join us for a free, 30-minute webinar where we’ll walk through what’s new with Social Security in 2026, including COLA updates, taxes on benefits, Medicare premiums, and key claiming considerations. I’ll also stay on for...
about 2 months ago • 3 min read
Good morning, Simply Retirement Community! Welcome to the weekly newsletter that reminds us that retirement is not the end of the road; it is the start of a new journey. I recently shared this in The Simply Retirement Community Facebook Group, so some of you may have already seen it—but I thought it was worth sharing here as well. I was a guest on a podcast recently, and during the conversation, the host made an interesting comment: that when women decide to change financial advisors, they...
about 2 months ago • 3 min read
Good morning, Simply Retirement Community! Welcome to the weekly newsletter that reminds us that retirement is not the end of the road; it is the start of a new journey. Big winter storms seem to hit North Texas every couple of years. When one shows up, everything (and everyone) seems to pause. The past few days have kept us mostly inside, watching the quiet settle in outside our windows. Early Sunday morning, our street was covered in snow. Living in historic Downtown McKinney, Texas, it's...
2 months ago • 3 min read